Snap Projections
Snap Projections: A deep planning platform for retirement specialists who need scenario analysis and client-ready reporting. Ranked #8 of 31 in Financial Advisor Software by our editors (8.4/10); pricing: 14-day trial; best for retirement and decumulation specialists.
At a glance
- Editor score8.4 / 10
- Pricing14-day trial
- Best forRetirement and decumulation specialists
- Free planNo
- Financial planningYes
- Founded2014 · Toronto, Ontario, Canada
- Facts checked20 Sep 2026
Where it wins
- Retirement, tax, estate, insurance, and decumulation planning
- Scenario comparison with Monte Carlo and historical stress testing
- AI document import, collaboration, and customizable client reports
Where it doesn't
- Pricing is paid, with plans starting at 69
- API access and enterprise deployment are limited to Advisor Enterprise
- Client delivery centers on reports and SnapShots rather than a portal
Our verdict on Snap Projections
Snap Projections is web-based financial planning software for Canadian financial advisors, planners, investment managers, accountants, and advisory teams. Its strongest fit is firms handling retirement income, decumulation, tax, estate, insurance, and corporate planning. Advisors can compare up to five financial scenarios, adjust assumptions in real time, model insurance needs, and produce customizable client reports and one- or two-page SnapShots. Automated lifestyle and financial recommendations add another planning layer, while unlimited clients and scenarios support ongoing advisory work.
The published plans show a paid product with a 14-day trial and starting pricing of 69. Advisor Professional covers retirement and tax planning, scenario comparison, client reports, insurance planning, AI Import Assistant, and unlimited clients and scenarios. Advisor Business adds corporate planning and team data sharing, making it more relevant for collaborative practices and firms working with multiple CCPCs. Advisor Enterprise adds compliance auditing, data sharing, customized reporting and billing, API access, and enterprise deployment. The plan structure gives smaller advisors a clear core tier while reserving operational and integration features for higher-level use.
Its standout breadth is the combination of planning depth and collaboration: stress testing can use Monte Carlo, randomized, and historical methods, and AI-assisted document imports can create draft plans from client documents. Team data sharing and real-time collaboration extend the workflow beyond individual advisor use. The platform is a strong choice for retirement-focused practices that need detailed modelling, scenario communication, and reporting. Firms prioritizing an integrated client portal or broad third-party integrations should assess fit carefully, while larger organizations may find the Enterprise tier more appropriate because API access and compliance-oriented features sit there.
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Snap Projections pricing
All 3 Snap Projections plans and prices →
Snap Projections fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client portal | No |
| Financial planning | Yes |
| Proposal generation | Not verified |
| Compliance workflows | Yes |
| Document vault | Not verified |
| Billing and invoicing | Yes |
| Free trial | 14 days |
| Money-back guarantee | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | Email, Phone, Live chat, Community, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: API |
| Pricing | 14-day trial (source) |
| Website | snapprojections.com |
| Facts checked | 20 Sep 2026 |
Snap Projections integrations
Snap Projections lists 1 integrations on its own site.
- API
Alternatives to Snap Projections
- eMoney AdvisorA broad planning suite for practices that need client collaboration and connected workflows.9.4
- XplanA broad advice platform for practices needing planning, workflow, compliance and client engagement.9.3
- MoneyGuideA comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.9.1
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Snap Projections vs the competition
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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